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New CRM? The First 3 Things We Do In Any New Zoho CRM

In this tutorial, we share the first 3 things we do in every new CRM we set up for our clients. Use the timestamps below to skip ahead! User Profiles Tutorial -    • Zoho CRM User Profiles & Permissions ...   🚨 UPCOMING MONTHLY TUTORIAL 🚨 Zoho Cliq | In-depth Overview & More March 18, 2025, 10:00 AM Pacific Standard Time https://club.zenatta.com/c/zenatta-ev... FREE Zoho One Trial https://store.zoho.com/ResellerCustom... Don't Miss Any Zoho News, Tips, Events & More Subscribe To Our Newsletter - https://zenatta.com/newsletter/ 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉https://zenatta.com/training/?utm_sou... 🎬 TIME STAMPS 🎬 0:00 Intro 2:38 1 - Remove Unnecessary Modules 7:46 2 - Clean Up Layouts of Records 15:13 3 - Create A Basic User Profile 👇 SUBSCRIBE 👇 ♦️ YouTube -    / @zenatta   ♦️ Newsletter - https://zenatta.com/newsletter/ ♦️ Twitter -   / zenattaconsult   ♦️ Facebook -   / zenattaconsulting   ♦️ LinkedIn -   / zenatta   🧠 OTHER RESOURCES 🧠 ♦️ Resource Library - https://zenatta.com/resources/ ♦️ Events - https://club.zenatta.com/c/zenatta-ev... ♦️ Club Zenatta - https://club.zenatta.com/ 💻 ABOUT US 💻 We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business. Through this platform, our mission is to provide actionable tips, detailed guides, and expert insights to help you maximize your Zoho experience and achieve your business goals. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com/ #Zoho #ZohoCRM #Zenatta